Entering of Proposal in Request

You can create an offer via the Proposal (Quotation) tab in request, where are lines ready for entering an items of price offer. There two types o proposals which can be enabled under maintainer`s account. More information about enabling both types of proposals can be found in the Settings page.

 

1. Classic

This is the simple type of the proposal. Fill in the fields and click the Save button. Description of the fields can be found below:

  • item no. - automatically generated number of the item
  • Text item - description of the item/s (mandatory)
  • Quantity - number of items of thechosen unit
  • Unit price - price per item
  • Discount - Optional field where you can provide discount for your customer
  • Price - automatically calculated price for all pieces

  • Status - current status of the proposal, it is set to "waiting for verification" after saving the proposal.

  • Note - you can add a note to the proposal as well as a delivery date

Example of classic proposal

Image: Example of classic proposal

 

2.) With internal approval

This is more advanced type of proposal. There are three boxes to enter price for each item in proposal.

  • First line “Proposed by Specialist” is dedicated to operator, who is making an opening proposal.
  • Second line “Approved by superior” is intended for verification by superior operator. By verification, he agrees with price proposal, or he can also change the suggested price.
  • Third line “Accepted by customer” is for definitive price confirmation, which customer is willing to accept.

 

Example of proposal made by operator – helpdesk Specialist:

Helpdesk specialist enters the proposal into CDESK, box Proposed by specialist. Helpdesk specialist can see only box related to him. After filling the data he switches the Solver and also informs him by “Message for new solver”, how he should continue (this message is added into beginning of subject of notification e-mail from CDESK).  In this case he should approve the proposal for himself. In whole proposal’s process, this means the Verification.

Entering proposal to request by operator with limited permisions - Helpdesk specialist and changing solver after adding proposal

Image: Entering proposal to request by operator with limited permisions - Helpdesk specialist and changing solver after adding proposal

Superior accepts proposal entered by Helpdesk specialist for verification

Image: Superior accepts proposal entered by Helpdesk specialist for verification

 

Example of entering the proposal by superior operator – skipping the first step:

If the proposal is entered by operator who have the authorization to verify the offer, ie. Has the responsibility for proposal, there is no need to fill the first box. He writes the offer to second line “Approved by superior” and the verification can be done immediately.

Shortened entering of proposal - skipping the Proposed by Specialist fields and entering directly into Approved by superior. Verification and approval can be realized by single person.

Image: Shortened entering of proposal - skipping the Proposed by Specialist fields and entering directly into Approved by superior. Verification and approval can be realized by single person.

 

Only the operators with following four roles are authorized to add the proposals into request:

  • Helpdesk – superior  able to enter, verify and approve the proposals

  • Helpdesk – specialist  able only to enter as a proposal for specialist. Can’t verify or approve the proposals

Following roles are available to be chosen with enabled Customer Monitor technical functionality:

  • Technician – regular – able to enter, verify and approve the proposals

  • Technician – general  able to enter, verify and approve the proposals

 

Operator who has assigned a different role as a helpdesk – specialist is able to enter new proposals, verify them and accept himself - in case he has the agreement from customer.